Capitalmind Mutual Fund

Capitalmind Mutual Fund is a Bengaluru-based asset management company that evolved from a well-known investment research and wealth management firm into a SEBI-registered mutual fund in 2024. Sponsored by Capitalmind Financial Services, the AMC is recognized for its quantitative and data-driven investment approach.

The fund house stands apart by moving beyond traditional fund manager styles and focusing on factor-based investing with rules-driven models. Its philosophy emphasizes transparency, investor education, and the idea of "surviving to thrive" through strong risk management and disciplined long-term investing to benefit from compounding.

Here are some of the key advantages you can gain by selecting Capitalmind Mutual Fund for your investments:

1. Rules-Based Discipline: Uses quantitative models to reduce emotional bias and maintain consistency.
2. Deep Research Approach: Focuses on detailed business analysis with earnings-driven investing.
3. High Transparency: Known for clear communication through detailed fact sheets, newsletters, and podcasts.
4. Innovative Diversification: Multi-asset strategies include commodities like copper and zinc alongside gold and debt.
5. Tech-First Experience: Offers smooth digital onboarding and easy portfolio tracking for self-directed investors.
6. Focus on Growth Themes: Strategies aim to benefit from India's manufacturing and consumption growth story.

Planning to invest in the Capitalmind Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Capitalmind Mutual Fund

   : Browse available Capitalmind Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Capitalmind Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Capitalmind Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).